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Tom Cooney, CPA, CFP, CFFA, CFF
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Professional Experience
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Mr. Cooney is one of three founding partners and President of Cooney, Faulkner & Stevens, LLC. Prior to starting CFS, Mr. Cooney worked at an international accounting firm and as a tax director for a large regional accounting firm. His major clients are in the areas of: real estate development, professional service organizations, technology organizations, not-for-profit organizations, distributors, construction firms, and manufacturing companies.
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Specialty
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Mr. Cooney’s areas of expertise include: financial planning, business and tax advisory, strategic planning, income and estate tax minimization, succession planning, wealth enhancement and transfer, consulting related to business acquisition and disposition and fraud deterrence.
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Education
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B.S. B.A., Xavier University
M.S. in Financial Planning from the College of Financial Planning
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Certifications
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Certified Public Accountant (CPA) by the American Institute of Certified Public Accountants
Certified Financial Planner (CFP)
Certified Forensic Financial Analyst (CFFA) by the National Association of Certified Valuation Analysts.
Certified in Financial Forensics (CFF) by the American Institute of Certified Public Accountants (AICPA)
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Professional Associations
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American Institute of Certified Public Accountants
Ohio Society of Certified Public Accountants
Cincinnati Chamber of Commerce CEO Roundtable, member
Hamilton County Health Care Commission and Hamilton County Tax Levy Review Committee, member
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Community Involvement
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Co-founder of Accounting for Kids
Advisory Board for 4C
Treasurer Smart Money, former board member
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Awards
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Named one of the Top Financial Planners in the U.S. by Consumers' Research Council of America.
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